ROK icon

Rockwell Automation
ROK

Overview Fund Activity

574 hedge funds and large institutions have $11.1B invested in Rockwell Automation in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+13
Holders Change %
+2.32%
% of All Funds
15.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
70
Increased
188
Reduced
210
Closed
49
Calls
$35.9M
Puts
$30.8M
Net Calls
+$5.13M
Net Calls Change
-$38.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.09B
2
Lazard Asset Management
Lazard Asset Management
New York
$248M
3
CLM
ClearBridge LLC (Maryland)
Maryland
$82M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$136M
5
Citadel Advisors
Citadel Advisors
Florida
$86.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$347M
2
American Century Companies
American Century Companies
Missouri
$13.9M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
EVM
Eaton Vance Management
Massachusetts
$83.4M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIS
501
Guardian Investor Services
New York
$105K -$4.69K -42 -4%
JIC
502
Joel Isaacson & Co
New York
$102K – – –
GGPS
503
Gary Goldberg Planning Services
New York
$89K – – –
GLI
504
Guardian Life Insurance
New York
$87K – – –
EWM
505
Edge Wealth Management
New York
$78K – – –
DADC
506
D.A. Davidson & Co
Montana
$77K -$38.7K -352 -33%
MCM
507
Manchester Capital Management
Vermont
$76K -$79.9K -720 -51%
MAM
508
Mizuho Asset Management
Japan
$71K +$26.1K +233 +58%
PIA
509
Piedmont Investment Advisors
North Carolina
$70.1K +$70.1K +630 New
KT
510
Kanaly Trust
Texas
$68K – – –
HI
511
Hudock Inc
Pennsylvania
$67K – – –
SAC
512
Smith Affiliated Capital
New York
$59.2K -$58.5K – –
SAMC
513
Shinko Asset Management Company
Japan
$56K -$11.2K -100 -17%
OFS
514
Orrstown Financial Services
Pennsylvania
$56K – – –
W
515
Wealthfront
California
$54K +$15K +136 +39%
PCM
516
Prelude Capital Management
New York
$50K – – –
BC
517
Blackhill Capital
New Jersey
$49K – – –
AIM
518
Advantage Investment Management
Iowa
$49K +$49K +442 New
Royal London Asset Management
519
Royal London Asset Management
United Kingdom
$48.9K +$10.4K +9,222 +27%
PSI
520
Pinnacle Summer Investments
Virginia
$48K – – –
LWA
521
Lowe Wealth Advisors
Maryland
$48K +$48K +429 New
CFA
522
CT Financial Advisors
Pennsylvania
$44.5K +$44.5K +400 New
GWCM
523
Godshalk Welsh Capital Management
Pennsylvania
$44K +$44K +400 New
BFEC
524
Benjamin F. Edwards & Company
Missouri
$43K +$6.93K +62 +19%
LS
525
Lupo Securities
Illinois
$39.8K +$39.8K +358 New
19 20
21
22 23